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Excel

Connect Excel to SAP Business One

Read, write, and update SAP Business One data from Excel

Connect with live SAP Business One data directly from Microsoft Excel. The free Excel Add-In for CData Connect AI for Spreadsheets gives you real-time access to SAP Business One data, right from the Excel tool bar.

Install the Add-In, configure your SAP Business One connection, and go!

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Discover what's possible with your SAP Business One data in Excel

Say farewell to copy/paste

Real-time, seamless access to data removes the burden of manual data entry in Excel.

Never rely on stale data

Work with live data in Online, Windows, and Mac editions of Excel to create up-to-date reports.

Point and click configuration

Integrate data and manage connections with no code or special skills required.

Secure access and encryption

Securely govern your data with specific user permissions and built-in TLS / SSL data encryption.

Real-time access to SAP Business One data from Excel

Get started

Get started in 3 simple steps

  1. Install the Excel Add-In — After installation look for the CData Connect AI for Spreadsheets button on the Excel Ribbon.
  2. Configure your SAP Business One connection — Click on the Connect Spreadsheets add-in from within Excel to setup an account and configure a connection to SAP Business One.
  3. Run your first query — Select any SAP Business One data that you want to access. All data is exposed as standard tables and data views. You can even write custom queries with SQL to filter and join data.
Connect to SAP Business One data in Excel
Automation

Automate your workflow

Spend less time copying, pasting, and importing data. Build custom reports and dashboards with automatic refreshes (hourly, daily, weekly, monthly) for real-time insights.

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Insights

Bring data to life in Excel

Bring your SAP Business One data into Excel for up-to-date insights with Connect Spreadsheets. Easily combine that information with data from other sources in Excel to form a complete picture of the customer journey.

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Analysis

SAP Business One reporting, analysis, and data manipulation

Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel-based data analysis, and more!

  • Modify and delete records and push updates back to SAP Business One
  • Quickly export and backup data.
  • Operate on data with Charts and Pivot Tables.
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FAQs

Frequent SAP Business One Excel connectivity questions

Common questions about integrating SAP Business One with Microsoft Excel.

Get the Excel Add-In for SAP Business One

Building custom dashboards & reports that connect with live SAP Business One data has never been easier. Get the CData Excel Add-In for SAP Business One now, and get connected.